Analysis Topic: Commodity Markets - Metals, Softs & Oils
The analysis published under this topic are as follows.Wednesday, July 20, 2011
The Coming Gold and Silver Correction / Commodities / Gold and Silver 2011
“It's going to be a season with lots of accidents, and I'll risk saying that we'll be lucky if something really serious doesn't happen.”~ Ayrton Senna – Brazilian Race Car Driver ~
“Often you need to take some risk, but it must be a realistic risk, you can't take a crazy risk.” ~ Sergei Bubka – World Pole Vault Record Holder ~
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Wednesday, July 20, 2011
Five Gold and Silver Precious Metals Scams to Avoid / Commodities / Gold and Silver 2011
So perhaps you’ve decided to invest in gold and/or silver; but wait! There are a few things you need to know before you begin your journey with precious metals.
At GoldSilver.com, we have spent years educating our customers on the virtues of investing in gold and silver, and we believe those who have made the choice to invest in precious metals, specifically silver and gold, are going to be on the winning side of a massive impending wealth transfer. But that doesn’t mean all precious metals investments are the same.
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Wednesday, July 20, 2011
Buy Energy Stocks - On Sale Now! / Commodities / Oil Companies
Marshall Berol and Craig Valdes are concentrating their focus on resource stocks in their Encompass Fund portfolio. In this exclusive interview with The Energy Report, they share their current thinking regarding the energy sector and give us the names of some stocks that are attractively priced now and that could do well as global energy demand grows. They remain very positive on the prospects for nuclear and see oil demand growing.
The Energy Report: Your Encompass Fund has had some pretty spectacular returns over the past three years. How have you been able to do this and what are your selection criteria? Read full article... Read full article...
Wednesday, July 20, 2011
Juniors Plan Today for Tomorrow's Rare Earth Elements Demand / Commodities / Metals & Mining
The West isn't ready for an avalanche of rare earth elements—yet. But when the time comes, the junior miners that have mastered the art of location, mineralogy and metallurgy will be there to fill the demand gap. In this exclusive interview with The Critical Metals Report, Ahead of the Herd Editor Rick Mills points to some promising players in the light and heavy rare earth space.
The Critical Metals Report: When it comes to the rare earth elements (REE) space, people always seem to zero in on a supply gap. Is that really a problem? Read full article... Read full article...
Wednesday, July 20, 2011
Global Perspective on Critical Metals Investing / Commodities / Metals & Mining
"The best investments in the critical metals space," according to Technology Metals Research Founding Principal Jack Lifton, "are available in a form that small investors can buy or trade." In this Critical Metals Report exclusive, written on a plane high above Asia, Jack provides a truly global overview of the metals economy, zeroing in on the chief metals-related issues to emerge in the first decade of the 21st century.
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Wednesday, July 20, 2011
Will Gold GLD and Silver SLV ETF's Continue to Correct? / Commodities / Gold and Silver 2011
There’s an old saying. “What goes around comes around.” Well today President Obama held a quick press conference and announced that the “Gang of Six” had presented him a compromise plan that he felt everyone could agree on. The market immediately spiked up on the news and gold and its baby brother silver did exactly what I thought it would do. It sold off. So what goes around comes around – just usually not that fast.
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Wednesday, July 20, 2011
Gold Breakout or No Breakout, Short-term Correction Appears Likely / Commodities / Gold and Silver 2011
In general, gold market overview appears mixed according to PM Investors and it is obvious. Some say gold has miles to travel, other suggest gold may take a pause before next journey and some others say it’s time for gold to fall. Debates continue in blogosphere. Recently, one of our Subscribers has sent us a link to an online article about gold being ready to drop to $1,320. This article claims there will be a decline in the price of precious metals in the second half of 2011 and that the proliferation of gold ETFs will make the drop especially violent.
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Wednesday, July 20, 2011
Selling Gold? Go Ahead / Commodities / Gold and Silver 2011
Gold priced too high? Don't mistake selling it for taking a profit...
YES, by all means sell gold today. Just don't be a schmuck and 'take a profit'.
That's supposed to be when you exit something volatile and revert to a stable store of value. But you'd hardly be doing that if you traded your gold for US Dollars, Euros, Yen or Pounds today.
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Wednesday, July 20, 2011
Gold Reacts With "Big Yawn" to ECB Announcement / Commodities / Gold and Silver 2011
Earlier today the ECB Caved in on "Temporary" Defaults and Collateral.
It is important to note that the ECB did not "allow" a default, rather the bond market forced the ECB to accept default. The stock market reacted as if the announcement meant something, but gold gave a big yawn.
Tuesday, July 19, 2011
Gold, Silver and Pension Funds Portfolio Diversification Myths / Commodities / Gold and Silver 2011
Pension funds across North America are facing record shortfalls. Research shows that 33% of Canadian pension funds are struggling to meet liabilities(Figure 1); the Ontario Teachers' Pension Plan funding shortfall, for example, ballooned to $17.1 billion in 2009, despite strong investment returns.
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Tuesday, July 19, 2011
ECB Caves in on Temporary Debt Defaults, Which Country Will be Next? / Commodities / Gold and Silver 2011
As Greek 2-year debt yields hit 39.15% the bond market finally forced the ECB's hand, and Trichet comes out looking foolish, not only on his "we say no to default" stance, even temporary defaults, but also on his ridiculous bluff repeated for the nth time just 2 days ago regarding the acceptance of Greek bonds as collateral.
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Tuesday, July 19, 2011
Investing in Agribusiness: Will This Major Food Company Be Bought Out? / Commodities / Agricultural Commodities
Ralcorp Holdings Inc. (NYSE:RAH) produces a variety of store brand foods that are sold under the individual labels of various grocery, mass merchandise, and drug store retailers. Their products include everything from Post Raisin Brand to NutCracker Mixed Nuts. In May, we discussed how Ralcorp’s share price had been sizzling, but wondered if it could maintain its rally. Recently, Ralcorp has been back in the news, but are shares popping?
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Tuesday, July 19, 2011
Is Gold Taking the Stairway To Heavenly Prices? / Commodities / Gold and Silver 2011
It was a historic day for the financial markets on Monday. As the Dow (NYSE:DIA), S&P 500 (NYSE:SPY), and Nasdaq (NASDAQ:QQQ) headed lower, one sector continued its rally. Precious metals (NYSE:DBP) such as gold (NYSE:GLD) and silver (NYSE:SLV) surged higher on Monday.
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Tuesday, July 19, 2011
Gold Pulls Back, Rumors of Greek "Non Default" But Eurozone Still "Near Death" / Commodities / Gold and Silver 2011
SPOT MARKET gold bullion prices dropped back to $1600 per ounce Tuesday morning in London – a 0.6% drop from yesterday's all-time high – while stock and commodity markets recovered some of the past week's losses as Europe looked ahead to this week's emergency EU summit.
US Treasury bonds dipped ahead of Tuesday's Congressional vote on making balanced federal budgets part of the Constitution.
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Tuesday, July 19, 2011
Gold Price to Correct after Front Page Financial Times Article? / Commodities / Gold and Silver 2011
Gold is trading at $1,604.10/oz, €1,132.20/oz and £995.66/oz.
Gold has fallen in most currencies today and is trading at USD 1,603, EUR 1,130, GBP 995 and CHF 1,315 per ounce. Gold is 0.3% higher in Swiss francs again today after the last two weeks of deepening turmoil saw gold rise in the Swiss franc.
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Tuesday, July 19, 2011
When Will the Gold Bull Market Turn Into a Mania? / Commodities / Gold and Silver 2011
As our readers may know, we’re suckers for the theory that markets move in generational cycles. The basic idea is that the knee-jerk reaction is often the strongest one and that investors have a tendency to ‘stick to what they know’. The length of the prime of one generation’s career seems to be a suitable period of time for such ‘things that people know’ to become firmly lodged. Ironically, such lodging is a dire circumstance in a business that amounts to pseudo-futurology.
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Tuesday, July 19, 2011
Gold and Commodities 2011 Halftime Report / Commodities / Commodities Trading
Commodities don’t all perform in the same way. In any given year, a particular commodity will go gangbusters and outperform the group. However, that commodity will typically come back to Earth and underperform the following year or the year after that. This is why active management is important when investing in commodities. Active managers can benefit from rotating from winners to laggards or by investing in the companies which produce, farm or mine commodities most effectively.
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Tuesday, July 19, 2011
Gold Price Nearing Resistance / Commodities / Gold and Silver 2011
As bullish as I am, and have been on Gold since 2003, I am still rather impressed with the latest run-up to fresh highs. To be frank, I was expecting more downside beyond the recent pivot low at 1478, and was a bit surprised at how quickly the shiny metal took out its early May high.
Embracing the most bullish of Elliott Wave subdivisions from the primary 4-wave base at 681 in October of 2008, I am reading the current advance as an intermediate (3) wave along Gold’s long journey to toward completing its primary fifth. Once done, the current thrust to fresh highs may mark all-of (3).
Tuesday, July 19, 2011
Fall in U.S. Real Interest Rates to Send Gold Over $1800 / Commodities / Gold and Silver 2011
One of main determinants of gold prices in the medium to long term is US real interest rates. US real rates are the rate of interest that can be earned on US Government bonds, minus the expected rate of inflation. One can monitor US real rates by watching the yields on Treasury Inflation Protected Securities (TIPS) and we watch them closely since they exhibit a negative relationship with gold.
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Tuesday, July 19, 2011
The Case for Gold Price Manipulation / Commodities / Gold and Silver 2011
As a geologist by training, it's no surprise that S&A Resource Report Editor Matt Badiali takes a data-driven approach to investing. In this exclusive Gold Report interview, he shares calculations for trailing stops and strategies to take profits with prospect generators and points to the signs of gold price manipulation.
The Gold Report: Matt, in the June edition of S&A Resource Report, you wrote that resource stocks could see some pullback once quantitative easing (QE) was no longer injecting money into the system. QE2 ended last week. Is your thesis proving correct and what are your strategies to mitigate post-QE2 portfolio risk? Read full article... Read full article...